Secure Your Valuables, Simplify Your Life

At Motivus Wealth Management, we believe that life is happening right now. And that's why we're committed to helping you get aligned with your values and resources. Our team of experienced advisors is dedicated to empowering individuals and families to achieve their goals and live the life they want.

Our Story

Our story began with a simple yet profound idea: that wealth is not an end itself, but a tool to live the life you want while supporting your goals. We believe that by living in misalignment, many people put their resources into things they only care about a little. That's why we're committed to helping you realign your values and resources to achieve the life you desire.

Our Team

Our team is comprised of experienced and certified financial advisors who are dedicated to providing exceptional service and expertise. Our team includes Janet W. Wilson, CFP, BFA Practice Manager, Director of Financial Planning; Kevin Patterson, CFP, CERTIFIED FINANCIAL PLANNER; Chris Murphy, CFP, CERTIFIED FINANCIAL PLANNER; and Hillary Hawkins, Financial Advisor, Paraplanner. Our team is also accompanied by their loyal canine companions - Simon Patterson, Remi Patterson, Pemi Murphy, and Summer Shandy Wilson.

Our Services

At Motivus Wealth Management, we offer a range of services designed to help individuals and families achieve their financial goals. Our services include:

Early Career: For young professionals, we offer guidance on financial planning and security, opportunity, and personal fulfillment.
Growing Years: As you advance your career, family, or both, our team provides personalized financial planning and guidance.
Retirement: We help you redefine and align your priorities for life after work.
Wealth Transfer and Legacy: Our team helps intergenerational families plan for the future and transfer their knowledge and wisdom along the way.

Our Philosophy

We believe that wealth is a generational journey. Your choices can have a positive impact now, later, and even beyond your lifetime. Our philosophy is centered around the idea that life is happening right now. Live for what matters most, and we'll help you get aligned.